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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies17
  • 7D-2.2%
  • 3M6.0%
  • 1Y6.2%
  • YTD-0.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by a pullback from El Puerto de Liverpool. de of 3.3%. On the other hand Ollamani is actually up 5.4%. This takes the industry's 12 month performance to a gain of 6.2%. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026Mex$297.9bMex$518.4bMex$25.6b9.7x11.6x0.6x
Fri, 02 Jan 2026Mex$296.9bMex$523.0bMex$25.6b9.7x11.6x0.6x
Sun, 30 Nov 2025Mex$289.0bMex$524.7bMex$25.5b9.5x11.3x0.6x
Tue, 28 Oct 2025Mex$292.9bMex$577.3bMex$29.0b9.5x10.1x0.5x
Thu, 25 Sep 2025Mex$288.4bMex$562.8bMex$27.3b10.3x10.5x0.5x
Sat, 23 Aug 2025Mex$301.0bMex$572.0bMex$28.2b11.2x10.7x0.5x
Mon, 21 Jul 2025Mex$277.9bMex$509.3bMex$25.9b15.8x10.7x0.5x
Wed, 18 Jun 2025Mex$279.5bMex$510.9bMex$27.1b14.6x10.3x0.5x
Fri, 16 May 2025Mex$273.0bMex$513.6bMex$27.4b13.8x10x0.5x
Sun, 13 Apr 2025Mex$274.0bMex$575.2bMex$32.1b13x8.5x0.5x
Tue, 11 Mar 2025Mex$289.9bMex$575.8bMex$32.1b13.1x9x0.5x
Thu, 06 Feb 2025Mex$293.1bMex$557.8bMex$33.3b11.1x8.8x0.5x
Sat, 04 Jan 2025Mex$295.5bMex$558.1bMex$33.3b11.3x8.9x0.5x
Mon, 02 Dec 2024Mex$291.3bMex$556.5bMex$33.3b11.2x8.7x0.5x
Wed, 30 Oct 2024Mex$312.3bMex$553.1bMex$33.5b10.7x9.3x0.6x
Fri, 27 Sep 2024Mex$310.1bMex$539.5bMex$32.7b13x9.5x0.6x
Sun, 25 Aug 2024Mex$339.8bMex$536.4bMex$33.3b11.8x10.2x0.6x
Tue, 23 Jul 2024Mex$341.5bMex$474.3bMex$28.4b13.8x12x0.7x
Thu, 20 Jun 2024Mex$337.1bMex$470.9bMex$28.4b12.1x11.9x0.7x
Sat, 18 May 2024Mex$352.5bMex$459.8bMex$27.7b14.5x12.7x0.8x
Mon, 15 Apr 2024Mex$366.7bMex$503.9bMex$28.6b12.4x12.8x0.7x
Wed, 13 Mar 2024Mex$363.0bMex$513.0bMex$28.5b12.5x12.8x0.7x
Fri, 09 Feb 2024Mex$339.3bMex$510.1bMex$28.7b16x11.8x0.7x
Sun, 07 Jan 2024Mex$390.4bMex$579.7bMex$33.2b14.8x11.8x0.7x
Tue, 05 Dec 2023Mex$368.7bMex$583.0bMex$33.2b13.7x11.1x0.6x
Thu, 02 Nov 2023Mex$358.9bMex$584.5bMex$33.2b14.9x10.8x0.6x
Sat, 30 Sep 2023Mex$365.8bMex$589.0bMex$31.4b14x11.7x0.6x
Mon, 28 Aug 2023Mex$363.0bMex$584.4bMex$31.3b12.3x11.6x0.6x
Wed, 26 Jul 2023Mex$377.6bMex$582.8bMex$31.0b13.4x12.2x0.6x
Fri, 23 Jun 2023Mex$378.9bMex$570.4bMex$30.0b16x12.6x0.7x
Sun, 21 May 2023Mex$370.9bMex$574.8bMex$30.5b16.1x12.2x0.6x
Tue, 18 Apr 2023Mex$375.1bMex$559.0bMex$30.3b15x12.4x0.7x
Thu, 16 Mar 2023Mex$346.8bMex$527.1bMex$28.3b15.4x12.3x0.7x
Sat, 11 Feb 2023Mex$363.3bMex$507.7bMex$27.2b16x13.3x0.7x
Price to Earnings Ratio

13.3x


Total Market Cap: Mex$363.3bTotal Earnings: Mex$27.2bTotal Revenue: Mex$507.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market1.28%
Consumer Discretionary-2.23%
Consumer Durables1.62%
Specialty Stores0%0
Auto Components-1.43%
Hospitality-2.08%
General Merchandise and Department Stores-3.28%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 25.9x.
    • Analysts are expecting annual earnings growth of 30.5%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 70% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AGUILAS CPO OllamaniMex$76.925.4%
+Mex$469.1m		113.7%PS1.4x
ARA * Consorcio ARA S. A. B. de C. VMex$4.004.7%
+Mex$218.7m		25.8%PE6.6x
NUTRISA A Grupo Nutrisa. deMex$4.393.3%
+Mex$45.0m		n/aPS0.3x
CMR B CMR. deMex$1.524.8%
+Mex$38.1m		2.0%PE46.9x
VINTE * Vinte Viviendas Integrales. deMex$34.450.4%
+Mex$35.5m		6.0%PE8.8x

Latest News

ALSEA *
Mex$52.70
Alsea. de
7D
-5.4%
1Y
14.8%

ALSEA *: Fair Value View Will Rely On Margins And Risk Profile

Analysts have nudged their price target for Alsea higher to €52.00, reflecting updated assumptions for slightly lower discount rates, modestly stronger revenue growth, a small uplift in profit margins, and a somewhat lower future P/E multiple. Valuation Changes Fair Value: The fair value estimate is unchanged at €52.00 per share.
NEMAK A
Mex$3.42
Nemak S. A. B. de C. V
7D
-0.9%
1Y
48.7%

NEMAK A: Higher Future P/E Assumption Will Support A More Bullish Outlook

Analysts have held their fair value estimate for Nemak S. A.
ARA *
Mex$4.00
Consorcio ARA S. A. B. de C. V
7D
4.7%
1Y
25.8%
SPORT S
Mex$8.78
Grupo Sports World. de
7D
-5.6%
1Y
39.6%
HCITY *
Mex$6.33
Promotora de Hoteles Norte 19. de
7D
0.6%
1Y
39.7%
HOTEL *
Mex$3.96
Grupo Hotelero Santa Fe. de
7D
-1.0%
1Y
-1.0%
LIVEPOL C-1
Mex$100.50
El Puerto de Liverpool. de
7D
-3.3%
1Y
-3.7%

A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price

Dec 25
A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price
AGUILAS CPO
Mex$76.92
Ollamani
7D
5.4%
1Y
113.7%
GISSA A
Mex$12.67
Grupo Industrial Saltillo. de
7D
-2.8%
1Y
-24.1%
VASCONI *
Mex$0.69
Grupo Vasconia
7D
-7.9%
1Y
10.5%

Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
CMR B
Mex$1.52
CMR. de
7D
4.8%
1Y
2.0%
VINTE *
Mex$34.45
Vinte Viviendas Integrales. de
7D
0.4%
1Y
6.0%

Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues

Oct 30
Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues
CIDMEGA *
Mex$24.16
Grupe. de
7D
-3.0%
1Y
n/a
NUTRISA A
Mex$4.39
Grupo Nutrisa. de
7D
3.3%
1Y
n/a